45WallSt
5.2K posts
If feels like New York City blossomed over night! Central Park 🌸
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@RickCarusoLA Everything you do has such soul to it. I love being at your properties.
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Every one of my properties has a tribute to my wife and kids. Can you find them all? There’s nothing more important than celebrating and honoring family.
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Does anybody in NYC need a place to go for Passover seder tonight?
I have an extra ticket to a special one. DM me.
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Technically not a side door but a back door. Thus my dissertation title is broadening to Auxiliary Doors of New York.
Micah Springut@mspringut
Another side door, another 5 pages double spaced
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Lib: "Trump acts like a king ."
Interviewer: "Name 1 thing that makes you think that he acts like a king."
Lib: "There are a million of them."
Interviewer: "Just name 1 or 2"
Lib: "Uhh.. I can't think of none right now."
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Doug Leone (@dougleone) is a True Legend!
Had the honor of meeting him in January 2023.
Pat Grady@gradypb
It's a great day to be a founder: we've named @dougleone chairman of @sequoia. Doug passed the baton a few years back, but he never left: he’s been in the office, working on boards, and serving as consigliere to the next generation. When we realized how much gas Doug has left in the tank, we invited him to ramp back up as an investor at Sequoia. Please cut him some slack as he onboards over the next couple weeks. Let’s go!
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have you not seen this building, that also is probably a spaceship
Joseph Alessio@alessio_joseph
remember when banks had aura, courtesy of Chermayeff & Geismar
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@MarceloLima Eric Kandel writes about how many of the great artists had some kind of injury or blindness or some limiting factor that brought out some kind of super power.
amazon.com/Age-Insight-Un…
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Interesting that Buffett says his eyesight is bad, so he can't read.
Yet he's still making investment decisions at Berkshire.
Dude's like Beethoven.
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It’s not that they did this “to demoralize us.” It’s that they (the city’s leaders and planners) have no taste and don’t give a shit.
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@litcapital @GreenMonsterah Was there for a moment and it was mostly angry overweight lesbians clanging cowbells.
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Miami this weekend: Miami Open, MMW parties, Ultra, boat outings
NYC this weekend: No Kings parade
Lmaooooo
New York City Kopp@NYCkopp
No Kings. Too packed to move. New York City
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After 10 years $OXY shareholders end up with a -4% price return and a +2.8% total return CAGR during the outgoing CEO's tenure.
The company sold OxyChem at the bottom of the cycle, and overpaid for both Anadarko and CrownRock (which generated a reported 78x return for the seller).
Berkshire $BRK.B probably would have been better off overall with any other oil major investment - but still comes out ahead with OxyChem (without the Oxy retained legacy environmental liabilites of ~$2 billion), its 8% preferred dividends and a nominal return on its equity.
It's beyond time for $CVX CEO Mike Wirth to finally take-over Anadarko - now $OXY and form Chevr-oxy.
"Berkshire chairman Warren Buffett has praised Hollub as a manager but Berkshire's equity investment in the company, some 265 million shares, a 27% stake, has been an underperformer for Berkshire since it began buying the stock in 2022. Berkshire's cost is around $53 a share, Barron's estimates. Berkshire would have done better in nearly any other major energy stock since then."
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$BKNG on SBC:
"We believe stock-based compensation is a real operating cost.
And as a result, we consistently reflect it in all of our profit metrics, and we strongly believe this should be an industry standard in reporting."
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